Matthew Goff Investment Advisor’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $758K | Hold |
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|
2025
Q2 | $822K | Hold |
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|
2025
Q1 | $918K | Buy |
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|
2024
Q4 | $796K | Hold |
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|
2024
Q3 | $836K | Hold |
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|
2024
Q2 | $790K | Hold |
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|
2024
Q1 | $772K | Sell |
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|
2023
Q4 | $737K | Hold |
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|
2023
Q3 | $740K | Hold |
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|
2023
Q2 | $732K | Sell |
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|
2023
Q1 | $656K | Hold |
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|
2022
Q4 | $652K | Hold |
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|
2022
Q3 | $588K | Buy |
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|
2022
Q2 | $604K | Hold |
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|
2022
Q1 | $663K | Hold |
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|
2021
Q4 | $676K | Hold |
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|
2021
Q3 | $589K | Hold |
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|
2021
Q2 | $547K | Hold |
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|
2021
Q1 | $474K | Hold |
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|
2020
Q4 | $455K | Hold |
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|
2020
Q3 | $446K | Hold |
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|
2020
Q2 | $418K | Buy |
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|
2020
Q1 | $332K | Buy |
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|
2019
Q4 | $418K | Hold |
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|
2019
Q3 | $375K | Hold |
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|
2019
Q2 | $374K | Hold |
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|
2019
Q1 | $352K | Hold |
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|
2018
Q4 | $299K | Hold |
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|
2018
Q3 | $310K | Hold |
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|
2018
Q2 | $307K | Sell |
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|
2018
Q1 | $313K | Hold |
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|
2017
Q4 | $308K | Hold |
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|
2017
Q3 | $318K | Sell |
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|
2017
Q2 | $307K | Hold |
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|
2017
Q1 | $291K | Buy |
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